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            Turn on Waitlist Management

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            Turn on Waitlist Management

            Turn on Waitlist Management settings to get started with Waitlist Management. Follow the guided steps to share waitlist-related data with authenticated users and create appointment category, visit type, and waitlist records. Waitlist Management is enabled by default and is available for use in any org where Health Cloud is enabled.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use Health Cloud Health Cloud Foundation permission set

            Set up a page on your Experience Cloud site and add a flow for patients to accept or decline appointment invitations. From Flow Builder, configure and activate record-triggered flows that send automated invitations to patients and handle expired invitations.

            1. From Setup, use the Quick Find box to find and select Waitlist Management.
            2. Turn on Waitlist Management. The page shows the steps to set up the feature. This setting also makes the Patient Waitlist flow templates available in Flow Builder.
            3. Click Set Parameters.
            4. In Buffer Time, set the minimum number of hours before an appointment that opens up is offered to a waitlist participant. Setting a buffer time avoids sending invitations to patients who won’t have enough time to confirm the appointment. For example, if the buffer time is four hours and an appointment becomes available two hours in advance, the appointment isn’t offered to a waitlist participant. Instead, the appointment becomes available to anyone who's searching for an appointment.
            5. Save your changes.
            6. Follow the remaining guided steps to configure Waitlist Management.
             
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